Stephanie L. Webster
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stephanie Lee Webster, who also goes by Stephanie Lee Burdge, was a registered financial advisor .
Stephanie is a previously registered financial advisor and started their career in finance in 1994. Stephanie had worked at 14 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 21, 2010 - October 19, 2010
ATLAS ONE FINANCIAL GROUP, LLC
November 5, 2009 - April 26, 2010
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
November 3, 2009 - April 26, 2010
CAPITAL GUARDIAN, LLC
April 8, 2008 - October 27, 2009
NFSG CORPORATION
April 7, 2008 - October 27, 2009
NEWBRIDGE SECURITIES CORPORATION
December 19, 2006 - April 23, 2008
WELLS FARGO CLEARING SERVICES, LLC
December 15, 2006 - April 23, 2008
WELLS FARGO CLEARING SERVICES, LLC
April 8, 2004 - January 13, 2005
A. G. EDWARDS & SONS, INC.
March 18, 2004 - January 13, 2005
A. G. EDWARDS & SONS, INC.
November 27, 2002 - November 26, 2003
QUICK & REILLY, INC.
May 2, 2002 - November 26, 2003
QUICK & REILLY, INC.
December 23, 1999 - September 10, 2001
CITICORP INVESTMENT SERVICES
February 19, 1999 - October 18, 1999
KIRLIN SECURITIES INC.
August 26, 1997 - October 5, 1998
CITICORP INVESTMENT SERVICES
May 16, 1997 - June 25, 1997
M&T SECURITIES, INC.
May 30, 1996 - April 8, 1997
PITTSFORD CAPITAL MARKETS, INC
June 9, 1994 - May 6, 1996
EDWARD JONES
February 22, 1994 - March 18, 1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ATLAS ONE FINANCIAL GROUP, LLC
CRD#: 124057 / SEC#: , 8-65620
Contact information
Documents
Disclosures
| Regulatory Event | 3 |
| Arbitration | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
